Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Robert Catlin is a financial advisor with Wells Fargo Clearing Services, LLC based in Syracuse, New York. Jonathan Catlin has been in the financial services industry since August 2013 and has a wide range of experience. Prior to joining Wells Fargo, Jonathan Catlin worked for Morgan Stanley. Jonathan Catlin is a Certified Financial Planner and holds Series 7, Series 66, and SIE licenses. Jonathan Catlin is registered to provide investment advice in 32 states and the District of Columbia. Jonathan Catlin specializes in providing investment advice to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
12/05/2016 - Present
Wells Fargo Clearing Services, LLC (SYRACUSE NY)
NY
08/05/2013 - 10/28/2016
MORGAN STANLEY (SYRACUSE NY)
BOTH
Issued 08/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jonathan Catlin is the right advisor for you? Invested Better is here to help.
